WBH Advisory’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

WBH Advisory’s Portfolio SHM Stock Details SHM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$884K	Buy	+18,421	New	+$882K	0.06%	191
2022 Q3	–	Sell	-12,233	Closed	-$581K	–	303
2022 Q2	$581K	Sell	12,233 -2,251	-16%	-$106K	0.08%	189
2022 Q1	$677K	Sell	14,484 -4,386	-23%	-$211K	0.08%	185
2021 Q4	$928K	Buy	+18,870	New	+$930K	0.11%	159
2020 Q2	–	Sell	-5,520	Closed	-$269K	–	234
2020 Q1	$269K	Hold	5,520	–	–	0.06%	189
2019 Q4	$271K	Buy	+5,520	New	+$271K	0.06%	212

Other funds holding SHM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Quent Capital New York $1.63B AUM 27.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

WBH Advisory's SHM Position: Q2 2026 in Review

WBH Advisory opened a new position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q2 2026: 18,421 shares worth $884K. The stake represents 0.06% of the portfolio and ranks #191 among its holdings. This is a return to the name: WBH Advisory previously reported a position in SHM as recently as Q2 2022.

WBH Advisory first reported a position in SHM in Q4 2019 and has held it in 6 quarters since. The position peaked at $928K in Q4 2021. 397 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

WBH Advisory held 18,421 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $884K as of Q2 2026.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF was a new WBH Advisory position in Q2 2026.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.06% of WBH Advisory's portfolio in Q2 2026, its #191 holding.
WBH Advisory first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2019 and has held it in 6 quarters since.
WBH Advisory's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $928K in Q4 2021.
397 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on WBH Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.